Professional Documents
Culture Documents
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
attributes not surfaced by prebuilt dashboards and reports ossibilities are endless Incremental work to build more content from this foundation
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
$erived calculations can be created in Oracle &nswers with simple e(pression builder
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
&ggregations, time series calculations and derived calculated measures e(tend physical measures
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
O%I.. 2etadata
2oderate
$: +chema
Intermediate
.T9
Involved
$egree of 1ustomi;ation
9evel of .ffort
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
/nable to identify top orders in# 7o knowledge of critical orders that are stuck backlog to improve revenue # oor visibility into customers with greatest overdue balance # Inability to clear backlog of orders recognition # 7o insight into fulfillment stage that is most troublesome 9ack of Inventory @isibility to # /nable to improve asset utili;ation with optimal inventory # 7eed to deliver AperfectB orders while minimi;ing inventory Improve ,eturn on &ssets # Inability to anticipate stock'out - e(cess inventory situations # 9ack of visibility into enterprise'wide inventory status
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
%.7.5IT+ # &ccelerate the order to cash process through more effective order fulfillment # +pot troubled orders in backlog # Identify product flaws to reduce returns and cancellations # 5ocus collection efforts on customers with large overdue balances # Increase customer satisfaction through on' time delivery %etter manage sales cycle for faster revenue recognition $iscover process bottlenecks
Inventory @isibility
# Inventory by location # Issue vs receipt *uantity # In'transit amounts and # &vailable, blocked and reorder *uantities inspection *uantities # Inventory movements , # ,eplenishment, restricted unit and group costs returned *uantity
1ustomer erformance
# 1ustomer scorecard # 7umber of new and lost # ,ecent customer orders customers # Top customers # ,ecent customer invoices
.mployee erformance
# .mployee order E Invoice revenue
# Top performers # .mployee avg order discount # # +hipping performance trend # 9argest overdue balances # # %acklog by locationEproduct # +hip to bill days aging # Top cancelledEblocked orders
5ulfillment .fficiency
# Orders not fulfilled # %acklog trends # ,eturn amount trend # 1urrent unscheduled, blocked backlog
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
n&entory *ransaction
n&entory Balance
o)er $,000 operational tables and load it into the %., sourced from /racle - S and other sources.
Sources library of o)er A 'best practice( 4 Physical 2#0 pre-built intelligence dashboards, reports and alerts for sales representati)es, analysts, managers and e*ecuti)es
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
$rill t
>ain Insights
o $ et ail
:hich products have the highest fulfillment lagF $rill to 1urrent %acklog and Inventory by roduct
Take &ction
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Is Inventory Turns on targetFF Is Inventory %alances trending upF :hat are Top CD roducts %y Inventory @alueF :hat is the +ales Trend for these products $rill to Inventory 9ocation $etails
$rill t o $ et ail
>ain Insights
Take &ction
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
# Order 2anagement # Order 5ulfillment # Overview # Overview # Trends # 5ulfillment # ,evenue # +hipping erformance # 2argin &nalysis # %acklog # .ffectiveness # &, # 1ustomer # +ales 1ycle # 1ustomer # .(ceptions ,eport # .(ceptions
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Inventory
rimaryK Inventory 2anager Inventory &nalyst +upply 1hain .(ecutive :arehouse &nalyst lant 2anager
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
This page provides the trending for key order management metrics like cancellations, returns, discounts, average order si;e, etc.
This dashboard page depicts analytics on Top CD products making the most Order 2argin, ,eturns 2argin and Overall Order 2argin.
This page provides analytics on the customers representing the top order revenue, order si;e, 1ancellations, ,eturns and discounts. This page provides insight into effectiveness of sales Organi;ations and ,egions on average order si;e, average discount and average number of products per order.
This page provides visibility into e(ception items like blocked orders, return orders, products fetching least margins and products losing a lot of margins, etc that re*uire special attention.
This page provides overview of Order 2anagement < Is on Order ,evenue, Invoice ,evenue, Order +i;e, $iscounts, ,eturns, Orders, etc.
This page provides insight into how much of the order revenue generated by Top CD +ales Organi;ations, Territories, ,eps, roducts, Industries is converting into invoice revenue.
This page provides insight on the key metrics like order amount, discount L, order margin, return amount, orders and invoices for a specific customer.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
This page provides insight into the fulfillment process including shipping performance trend, unfulfilled orders, products and customers with longest fulfillment lag, etc. This page provides overview into the overall order fulfillment process including order to invoice lag trends, on time and late shipping trend, etc. This dashboard page has reports depicting ick ,ate, +hip ,ate, ick erformance and +hip erformance by lants.
This page provides insight into the current backlog and inventory of the company as well as backlog by location, backlog trends and composition of the backlog.
This page provides a holistic view of the order to invoice business process, including identification of specific process inefficiencies for each major component of the process. This page provides insight into items re*uiring special attention including the top blocked orders and the customers with the largest overdue accounts receivable.
This page provides high' level insight into the &ccounts ,eceivable of the customer base by customer type, industry and specific customer.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
n&entory !ash"oard
The Inventory $ashboard provides a comprehensive and actionable insight into the inventory held by an organi;ation) bill of materials) and inventory movements in, out, and through manufacturing plants, distribution centers, or storage locations. This enables companies to monitor inventory levels trend to sales performance to improve cost e(posure, increase turnover through inventory level reduction.
Overview
Trends
.(ceptions
%alances
&ctivities
,eturns
%ill Of 2aterial
The Overview page provides Insight into overall inventory position across supply chain in terms of Inventory turns and cash tied up in different types of inventory. It also shows safety stock by location or product type.
The .(ceptions dashboard page provides insight into inventory e(ceptions like shortageEe(cess or below safety stock inventory, enabling supply chain management by e(ceptions.
The &ctivities dashboard page summari;es different types of inventory movements by location.
The %ill of materials dashboard page provides where'used analysis for each inventory item.
The Trends dashboard page provides insight into Inventory availability and movement analysis by transaction type, product type and location.
The %alances dashboard page provides Inventory balances by inventory type, location and product type.
The ,eturns dashboard page provides analysis related to supplier and customer product returns by plant by product type.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
+ales ' Inventory and %acklog +ales ' %acklog !istory +ales ' +ales ,eceivables +ales ' 1ustomer &ctivity +ales ' Order 9ines
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Inventory ' %ill of 2aterials This subject area provides a listing of all the subassemblies, intermediates, parts and raw materials that go into a parent assembly, showing the *uantity of each re*uired to make an assembly. Inventory ' 1ustomer and This subject area provides information on the product returns related to both +upplier ,eturns +uppliers and customers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
@ +ales
# # # # ,evenue Trends .ffectiveness +ales 1ycle
Inventory 2anager
# # # # Overview Trends &ctivities .(ceptions
+ales ,ep
# # # # 1ustomer ,eport +ales 1ycle 1ustomer ,evenue
@ , +upply 1hain
# # # # 5ulfillment Inventory %alances +hipping erformance +ales 1ycle
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
*op 45 Orders
# urposeK # 9ists the top CD orders based on order amount and displays the customer name and status for each order. # /ser 5ocusK # Order 2anagement 2anagers and .(ecutives # 9ocationK # $ashboard 4 Order 2anagement # age 4 Overview # +ourceK # +ales ' Orders, %acklog and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
At #is. Customers
# urposeK # 9ists customers who have not been ordering for the last two *uarters. # /ser 5ocusK # Order 2anagement 2anagers and &nalysts # 9ocationK # $ashboard 4 Order 2anagement # age 4 1ustomer # +ourceK # +ales ' 1ustomer &ctivity +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
*op Customers
# urposeK # 9ists the top customers based on order revenue and displays each customerOs Ordered amount and invoiced amount # /ser 5ocusK # Order 2anagement .(ecutives and @ of +ales # 9ocationK # $ashboard 4 Order 2anagement # age 4 1ustomer # +ourceK # +ales ' Orders, %acklog and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Customer Scorecard
# urposeK # $isplays key metrics for a given customer. # /ser 5ocusK # +ales ,ep and @ of +ales # 9ocationK # $ashboard 4 Order 2anagement # age 4 1ustomer ,eport # +ourceK # +ales ' Orders, %acklog and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
ndustry Pro)ile
# urposeK # $isplays total order revenue and L discount by customer industry. # /ser 5ocusK # Order 2anagement .(ecutives and @ of +ales # 9ocationK # $ashboard 4 Order 2anagement # &dditional report in catalog # +ourceK # +ales ' Orders, %acklog and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
*op Per)ormers
# urposeK # 9ists the top sales representatives based on order revenue and displays their total order and invoice revenue. # /ser 5ocusK # @ of +ales and Order 2anagement .(ecutives # 9ocationK # $ashboard 4 Order 2anagement # &dditional report in catalog # +ourceK # +ales ' Orders and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
*op 45 n&oices
# urposeK # This report lists the top CD invoices and displays their customer name and status. # /ser 5ocusK # Order 2anagement 2anagers and &nalysts # 9ocationK # $ashboard 4 Order 2anagement # &dditional report in catalog # +ourceK # +ales ' Orders and Invoices +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Bac.log *rends
# urposeK # This report displays trends in the operational and 5inancial backlog. # /ser 5ocusK # Order 5ulfillment 2anagers and @ of +upply 1hain # 9ocationK # $ashboard 4 Order 5ulfillment # age 4 Overview # +ourceK # +ales 4 %acklog !istory +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Bac.log *rends
# urposeK # $isplays trends in the operational backlog. # /ser 5ocusK # @ of +upply 1hain # 9ocationK # $ashboard 4 Order 5ulfillment # age 4 %acklog # +ourceK # +ales ' %acklog !istory +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Order !etails
# urposeK # This is an operational report providing details of orders at the most granular level. # /ser 5ocusK # Order 5ulfillment 2anagers and &nalysts # 9ocationK # $ashboard 4 Order 5ulfillment # &dditional report in catalog # +ourceK # +ales ' Orders rocess +ubject &rea
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Inventory ,eports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
# /ser 5ocusK # Inventory analysts and managers # 9ocationK # $ashboard 4 Inventory # &dditional ,eport in 1atalog # +ourceK # Inventory 4 %alances subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
*op 45 1inished Goods n&entory "y Product 6ame "y Plant -ocation
# urposeK # This report details Top CD 5inished >oods Inventory by roduct 7ame by lant 9ocation. # /ser 5ocusK # Inventory analysts and managers # 9ocationK # $ashboard 4 Inventory # &dditional ,eport in 1atalog # +ourceK # Inventory 4 %alances subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.